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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,488 | $156,398-83.7% | $147,318-82.7% | $138,895-81.6% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 18.47% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,823 | $8,237-17.2% | $7,906-13.7% | $6,396+6.7% |
| Admin fee / account holder | $522 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |